Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Horace Mann Investors, Inc. Outside of his advisory work, Yepes is involved in business development and sales in the commercial roofing industry. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 28 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, and Ameritas Investment Company, LLC. He is licensed as an independent insurance agent and serves as president of Jeff Green & Associates, Inc., alongside his advisory work. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to various program platforms and third-party technology.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, brokerage, and investment banking services.

Edwin Padilla is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Matthew Ward is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Securities since 2019, following prior experience at Fifth Third Bank and Reynolds and Reynolds. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to various fund strategist portfolios.

Nathan Leopard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Truist Advisory Services since 2023, with prior experience at Charles Schwab and other firms. Outside of advising, he donates plasma regularly at Biolife Plasma Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

John Appleby is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Morgan Stanley, JPMorgan Chase, Fidelity, Merrill Lynch, and Bank of America. In addition to his advisory work, he is a Psychological Operations Specialist in the United States Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to guide investment selection, with a focus on tailored recommendations based on client goals and risk tolerance.

Francesco Bonacia is a financial advisor at PNC Wealth Management in Orlando, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual, as well as work experience outside finance including roles at Tusculum University and DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated execution with mutual funds and ETFs.

Sean Allen is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016, following previous roles at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Matteo Liccardo is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Erickson Living. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset allocation models and research tools, offering at-least-annual reviews with recommendations tailored to client goals and risk tolerance.

Alexander Liedberg is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2025, following prior roles at Fisher Investments and Mass Mutual Life Insurance Co. He has also worked outside financial services in roles at Platinum Parking and Target. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s internal research tools and asset-allocation models, with trades executed only upon client authorization.

Leandro Velazquez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Charles Schwab & Co., Inc., he worked in various positions including at JRM Truck Parking, the University of Central Florida, Orange Lake Resort, and Osceola High School. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research tools, with client-approved trade execution and regular portfolio reviews.

Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.

Melissa Rimsky is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2022. Her prior roles include positions at Innovation Partners LLC, Amerilife, Park Avenue Securities, Guardian Life Insurance Company, and Valic Financial Advisors. Rimsky is also an independent insurance agent assisting clients with various insurance products and serves as a trustee for a family trust. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Michael Tuazon is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015, with prior positions at Wells Fargo Clearing, Morgan Stanley, Woodbury Financial Services, and MSI Financial Services. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s internal research and asset allocation models, emphasizing client authorization for trades and tailored recommendations according to individual goals and risk tolerances.

Andy Francois is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regions Bank, Bank of America, Coastal Heritage Bank, and other employers. Outside of his advisory role, he is the sole owner of a real estate investing LLC, although he is not currently managing any properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its advisory and manager selection processes.

James Hassell is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity in various advisory and brokerage roles since 1997. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Byron Westerfield is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, all with Charles Schwab affiliates, including Schwab Wealth Advisory Inc since 2025 and previous roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Investment Advisory, Inc. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with at-least-annual reviews, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments.